SIS
IAI icon

Sound Income Strategies’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Sound Income Strategies’s Portfolio IAI Stock Details IAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-14
Closed -$1.8K – 1510
2024
Q3 		$1.8K Buy
+14
New +$1.73K ﹤0.01% 1148
2024
Q1 		– Sell
-36
Closed -$3.91K – 1396
2023
Q4 		$3.91K Buy
+36
New +$3.44K ﹤0.01% 934

Other funds holding IAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Sound Income Strategies's IAI Position: Q4 2024 in Review

Sound Income Strategies sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q4 2024, closing a stake of 14 shares — an estimated $1.8K sold.

Sound Income Strategies first reported a position in IAI in Q4 2023 and held it in 2 quarters. The position peaked at $3.91K in Q4 2023. 183 funds tracked by Wall St. Rank hold IAI as of Q4 2024.

  • Sound Income Strategies reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q4 2024 after selling out during the quarter.
  • Sound Income Strategies sold 14 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q4 2024, an estimated $1.8K.
  • Sound Income Strategies first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2023 and held it in 2 quarters.
  • Sound Income Strategies's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $3.91K in Q4 2023.
  • 183 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q4 2024.

Based on Sound Income Strategies's 13F filing for Q4 2024, filed 21 Jan 2025.